The Standard and Professional Editions are for financial planners needing a detailed fact find, strategy analysis and financial plan paragraph/page generation for inclusion in their own Statement of Advice (SOA) documents.

Also available will be a Home Edition designed for Australian individuals who wish to analyse their own financial situation. All editions include Plansoft Calculator and Plansoft Rates functionality.

To the fullest extent permitted by law, PLANSOFT makes no representations or warranties about the accuracy, completeness, security or timeliness of the content, information or services provided by the website and disclaims all warranties, either express or implied, statutory or otherwise, including but not limited to the implied warranties of merchantability, non-infringement of third parties' rights, and fitness for a particular purpose.